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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,700 | $183,539-77.3% | $155,556-73.2% | $145,897-71.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,274 | $5,315-19.6% | $4,675-8.6% | $4,663-8.3% |
| Participant deferral / active EE | $11,305 | $6,467+74.8% | $5,631+100.8% | $6,689+69.0% |
| Admin fee / account holder | $488 | $19,275-97.5% | $15,885-96.9% | $13,390-96.4% |